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Workplace Financial Planning Consultant
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation in Phoenix is seeking a Workplace Advice Consultant to deliver holistic financial planning and education to plan participants on SPS and RPS relationships. The role emphasizes high-touch client service and collaboration with Schwab specialists, operating on-site to support corporate clients.
The candidate should hold active Series 7 and Series 66 licenses and demonstrate strong communication skills, with the ability to explain complex wealth management topics to a
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